V104 - Client Intake & Operations Coordinator
Job Duck
•$1,142 - $1,220•Remote
About The Position
We are seeking an organized, proactive, and client-focused Client Intake & Operations Coordinator to manage client communications, scheduling, and administrative processes. This role is essential in ensuring a smooth client experience from first contact through follow-up, while also supporting internal operations and systems. The ideal candidate is detail-oriented, tech-savvy, and empathetic, with a strong commitment to customer service and the ability to manage multiple priorities in a fast-paced environment.
Requirements
- Highly organized with strong attention to detail
- Proactive self-starter who anticipates needs and follows through
- Strong multitasking and time-management abilities
- Empathetic, kind, and client-centered communication style
- Excellent customer service mindset
- Tech-savvy, comfortable using CRMs, scheduling tools, and document systems
- Committed and reliable, with a sense of ownership over responsibilities
- Bilingual (spoken and written)
Responsibilities
- Send contracts to clients through MyCase and track completion
- Send reminders and confirmations to clients
- Build, document, and maintain Standard Operating Procedures (SOPs)
- Ensure all documents are properly stored and organized
- Draft and prepare contracts and related documents
- Organize and maintain the client database to ensure data accuracy and accessibility
- Manage shared inboxes, prioritize messages, and respond in a timely and professional manner
- Schedule consultations and appointments efficiently
- Serve as the primary point of contact for new and existing clients via email and phone
- Perform consistent follow-ups (FUPs) to maintain engagement and move clients through the process
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
